-6.6%
TEAM vs FN
-24.2%
+17.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.8% | +0.7% | -4.6% |
| 7D | -22.2% | -4.1% | -18.1% | -21.9% |
| 30D | -28.1% | -28.3% | +0.2% | -30.7% |
| 3M | -2.2% | -33.9% | +31.7% | -5.8% |
| 6M | +62.2% | -43.9% | +106.1% | +54.6% |
| YTD | -8.4% | -23.4% | +15.1% | -9.9% |
| 1Y | -6.6% | -25.4% | +18.8% | -8.4% |
| All | -6.6% | -24.2% | +17.6% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling